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Joanna Venetch

Arete Wealth Management, LLC

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About Joanna Venetch

Joanna Venetch is a financial advisor with Arete Wealth Management, LLC located in Chicago. Joanna has been in the industry since December 2006 and is licensed to provide securities and investment advisory services in California. Joanna has a broad range of experience working with financial institutions such as Cantor Fitzgerald & Co., Ascendant Alternative Strategies, LLC, Axiom Capital Management, Inc., Walton Securities, Inc., Northstar Realty Securities, LLC, Griffin Capital Securities, Inc., Raymond James Financial Services, Inc., Calamos Financial Services LLC, and Scudder Distributors, Inc. Joanna holds a Series 6, 7, 63, and SIE licenses.

Firm Information

Joanna Venetch is currently registered with Arete Wealth Management, LLC. Arete Wealth Management, LLC is a Limited Liability Company formed on January 20, 1998. The firm is registered with the SEC and in 53 states.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Joanna Venetch’s Registration & Firm History

IL

11/23/2020 - Present

Arete Wealth Management, LLC (Chicago IL)

NY

11/08/2018 - 04/01/2020

CANTOR FITZGERALD & CO. (NEW YORK NY)

NY

03/26/2017 - 11/09/2018

ASCENDANT ALTERNATIVE STRATEGIES, LLC (WHITE PLAINS NY)

NY

02/04/2015 - 03/29/2017

AXIOM CAPITAL MANAGEMENT, INC. (NEW YORK NY)

AZ

10/15/2013 - 01/08/2015

WALTON SECURITIES, INC. (SCOTTSDALE AZ)

CO

08/04/2011 - 12/21/2012

NORTHSTAR REALTY SECURITIES, LLC (GREENWOOD VILLAGE CO)

CA

10/14/2009 - 08/04/2011

GRIFFIN CAPITAL SECURITIES, INC. (EL SEGUNDO CA)

CA

05/01/2009 - 06/17/2009

RAYMOND JAMES FINANCIAL SERVICES, INC. (PASADENA CA)

IL

08/27/2008 - 01/12/2009

CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)

IL

12/17/1998 - 10/17/2002

SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 09/03/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2008

Series 7 - General Securities Representative Examination

BC

Issued 08/26/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joanna Venetch.
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